Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding The New Economy Fund Mutual fund in their Schedule of Assets, totaling $2.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VERMEER MIDWEST, INC. VERMEER-MIDWEST RETIREMENT PLAN | GOODFIELD IL | 311 | $77.3M | $1.7M |
| 2 | CYPRESS HOLDINGS, INC. CYPRESS HOLDINGS, INC. SALARY DEFERRAL PLAN | FORT BRAGG CA | 122 | $17.9M | $659K |
| 3 | GENERATION US GENERATION US RETIREMENT PLAN |
AUGUSTA ME |
| 180 |
| $12.2M |
| $240K |
| 4 | WILLIAM H. METCALFE AND SONS, INC. WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN | CLINTON MD | 142 | $11.1M | $51K |
| 5 | ACCESS XP LLC ACCESS XP RETIREMENT PLAN | SAN DIEGO CA | 221 | $7.5M | $14K |
